Import Item Budget from Excel Batch Job

This batch job is used to import a budget from Excel to
Navision. This allows you to import budgets originally exported from Navision to Excel.

Attention

Before importing the budget, you must close
Excel.

You can import a budget into Navision from Excel in one of two
ways:

You can create a new budget

You can add the budget entries in Excel to existing budget
entries in Navision. This is useful if you want to create a single
consolidated budget in Navision made up of a number of individual
budgets imported from Excel.

The Import Budget to Excel function appears when you open either
the Sales Budget Overview window or the Purchase Budget Overview
window and then click Functions, Import Budget to Excel.

You can define how you want the batch job carried out. Fill in
the fields as follows:

Options

Import from...

Workbook File Name: Enter the name of the Excel workbook file
that the program will import the budget data from.

Worksheet Name: Enter the name or number of a worksheet from the
workbook selected in the Workbook File Name field.

Import to...

Budget Name: Select the budget that you want the entries
imported to.

Option: Select whether you want the program to add the budget
entries from Excel to budget entries currently in the program, or
whether you want the program to replace entries in Navision with
the budget entries from Excel.

Description: In this field, you can enter a description of the
imported budget entries, so that the entries can be easily
identified among other budget entries.

Click OK to import. If you do not want to run the batch job now,
click Cancel to close the window.